See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,230 | $106,584-78.2% | $101,326-77.1% | $142,382-83.7% |
| Participation rate | 88.9% | 82.7%+6.2pp | 81.5%+7.4pp | 80.1%+8.8pp |
| Annual return | 26.74% | 36.93%-10.2pp | 36.82%-10.1pp | 217.08%-190.3pp |
| Employer contribution / active EE | $2,558 | $3,956-35.3% | $3,665-30.2% | $4,299-40.5% |
| Participant deferral / active EE | $10,145 | $8,297+22.3% | $7,994+26.9% | $6,507+55.9% |
| Admin fee / account holder | $1,915 | $11,446-83.3% | $11,185-82.9% | $12,624-84.8% |